Owner or estimator
Prices, margins, approvals and the money.
NewLaunch: the record from estimate to verified paymentWhat’s new
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Setup, estimates, acceptance, invoices, payments and the crew app, in plain words. If it is not here, a person answers within one working day.
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The six things most people come here to do.
By role
Start from your seat.
Owners, the office, crew leads and accountants use different parts of Helmar.AI. Each has its own short list.
Office
Send proposals, answer replies, book visits.
Crew lead
The app, checklists and collecting on site.
Accountant
Documents, corrections, exports and the sync.
Browse by topic
Everything, grouped the way the product is.
Getting started
Preview guides for the planned setup and first estimate.
- Set up your workspace in six steps
- Import your price list from Excel or CSV
- Add the estimates you already sent
Estimates & measurements
Measure on site, price from your book, check, send one exact version.
- Measure on site: typed, from a laser or from the map
- Assemblies: one measurement, every line
- Options and add-ons the customer ticks
Customer page & acceptance
No account, no app: how customers review, choose and accept one exact version.
- How a customer accepts an estimate
- Smart-ID and Mobile-ID acceptance
- What evidence is kept with an acceptance
Versions & change orders
Accepted stays accepted. Changes become a new version or a change order.
- Change an estimate after you sent it
- Change orders after acceptance
- Price book changes and estimates already sent
Follow-ups & replies
Notes on real silence, from your own address, in business hours. Replies with an owner.
- The default follow-up schedule
- Safe mode: preview the next seven days
- Channels: email, SMS, WhatsApp and Viber
Money & payments
Bank link, card or transfer, straight to your account. Counted only when the bank confirms it.
Invoices & accounting
Lithuanian documents from the accepted plan, never retyped. Rivilė, i.SAF, Peppol.
- Advance request, completion act and the final VAT invoice
- Turn on invoice issuing
- Payment plans and stage invoicing
Jobs, crew & materials
From the accepted estimate to a job: the crew app, purchase orders and the real margin.
Team, security & data
Roles, two-factor, the audit trail, where data lives, exports and closing a workspace.
Plans, billing & support
What is in each plan, users, changing or cancelling, your subscription invoice and who helps.
- Plans and what is in each
- Users and extra users
- Change or cancel a plan
- Your subscription invoice and VAT
- Support and the 20-minute call
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Start here
Set up in under an hour, then start with a real customer.
Six short steps. Nothing goes out to a customer until you approve it.
01
Company details
Name, codes, address and bank account for the documents, and whether you are a VAT payer.
02
Prices
Import your Excel or CSV, or send it to us. Confirm each row before it becomes active.
03
Quotes you already sent
Add them, forward the email or import a list. Follow-ups start from the real sent dates.
04
Follow-ups
Approve the templates and check safe mode: the next seven days of messages before anything goes out.
05
Payments
Your bank account on the documents; the bank feed and card payments if your plan has them.
06
Team
Invite the office and the crews with the right roles. Crew app users are free.
Still stuck?
A person answers within one working day.
Lithuanian or English, from someone who has quoted jobs. No ticket numbers, no bots.
Working days 9–18 · Lithuanian or English
- EmailEvery plan · within one working day
- ChatIn the app · Team and Business
- Priority supportBusiness